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Asset Planning Inc’s Caterpillar CAT Stock Holding History

Asset Planning Inc’s Portfolio CAT Stock Details CAT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$478K Buy
1,230
+143
+13% +$55.5K 0.36% 45
2025
Q1 		$359K Buy
1,087
+2
+0.2% +$660 0.28% 58
2024
Q4 		$393K Buy
+1,085
New +$393K 0.3% 54